Arrival Capital -- Market Commentary

2012 Investment Preview

2012-01-04T10:50:00.000-05:00

Last year we predicted that 2011 would hold some days of pessimism and panic. What we did not predict is that those gloomy times would encompass almost the entire period of August through December, with some days or weeks of relief thrown in for good measure. It seemed almost everyday there was talk of this country or that defaulting, of currencies collapsing, and of financial systems cracking.

2011 Second Half Preview

2011-07-11T09:01:00.001-04:00

If March comes in like a lion and goes out like a lamb, June came in like a bear and went out like a bull, at least as far as the stock market was concerned. As it has so many times since it bottomed in March 2009, the stock market turned out to be a good place to invest just when things seemed gloomiest. This time it was an economic “soft patch” and recurring problems with Greek government

Q2 2011 Preview -- Spring Forward

2011-04-05T14:37:00.002-04:00

Unrest throughout the Mideast and a brutal earthquake in Japan, followed by radioactive contamination in large swaths of that country (the world’s 3rd largest economy) would not seem to be a good recipe for building confidence in the world’s economic recovery. Yet these significant and, in the case of Japan, terrible events, which caused the world’s financial markets to bend but not break in

Q1 2011 Mid-Quarter Update — The Muddle Through World

2011-02-15T15:48:00.002-05:00

Over the past three plus years a lot of things have gone wrong with the world economy. There has been a sub-prime mortgage crisis that ballooned into a full-blown financial and banking crisis and panic. There has been a deep, painful recession and a recovery lacking in vibrancy and job growth. There was a spike in oil prices and subsequent collapse. Let us also not forget a still simmering

October 2010 Investment Outlook — Storing Our Wealth

2010-10-11T14:39:00.001-04:00

2010 has been a year of pronounced ups and downs in the stock market, with the whole investment world seemingly putting “risk on” or taking “risk off” simultaneously, leading to most stocks moving in tandem with one another. This can be frustrating to investors when all stock prices suddenly fall. For investors with a longer term time horizon, however, this year’s market sell-offs in the spring

2010 Begins -- Investment Thoughts

2010-01-08T16:00:00.001-05:00

A calendar year is a slightly peculiar way to assess investment strategy. After all, our financial needs — retirement, college education, a new home — require years of saving and investment. Trends and themes we may see for investing, such as the rise of developing markets, the aging of America, the mobile technological revolution, all will take more than one or two calendar years to play out.

The New Investment Reality

2009-09-17T13:53:00.001-04:00

As summer winds down you can sense the pick up in energy that we experience in our lives. The start of school or college, a new football season, the end of reruns on television, the best movies of the year, new product introductions — they all make September the “real” start of a new year much more than the often dreary month of January. If September is where the action is, it is often been a

Q2 2009 Investment Review

2009-07-10T15:44:00.000-04:00

The recent July 4th holiday weekend was a time to relax and enjoy the summer, as well as celebrate the country’s birthday. Anyone thinking about the state of the United States with more than the usual state of concern could be forgiven as the economic crisis, recession, federal and state deficits, and severe unemployment should give us all pause about the future. Such reflection is not a bad

2009 Investment Action Plan

2009-01-19T16:38:00.000-05:00